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How do you know who sees those sensitive financial reports you route to others? If this keeps you up at night, you’ll love the Information Rights Management (IRM) capability in Microsoft Office Excel 2003. With IRM, you decide who can read or modify a file — you can even control who may print or copy it. And it takes only a few quick keystrokes to set it up.
Note For screen reader text detailing the content of the video and a screen reader version of the audio script, click Demo text version.
Demo text version
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Audio Script |
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A company balance sheet appears in Excel 2003.
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As a finance manager, I frequently have to share sensitive financial information with others.
But up until now, once I passed that information on, I had no control over where it went or what was done with it.
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The pointer moves to the Permission button on the Standard toolbar, and the ScreenTip “Permission (Unrestricted Access)” appears. The pointer clicks the Permission button and the Permission dialog box opens.
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Now, Information Rights Management technology in Office 2003 allows me to distribute files and still retain control over how they are used.
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The pointer selects the Restrict permission to this workbook check box. The name Neil Charney is typed in the Read box, and the name Katie Jordan is typed in the Change box. The pointer clicks OK, and the Permission dialog box closes.
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When I restrict permissions to this workbook, only the people I designate can read or modify it.
I’ll add Neil to the Read group — he’ll only be able to view the workbook.
Then, I’ll add Katie to the Change group so she can edit the workbook and save her changes.
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The pointer pauses on Restricted Permission under Status in the Shared Workspace task pane, to indicate that the permission status has changed. The pointer pauses on the Change permission button, showing that permission status can be changed from the task pane.
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Once I click OK, I’m returned to my workbook, but there’s a difference. Now the task pane on the right hand side shows that this is a restricted workbook.
If I wanted to, I could click the Permission button in the task pane to make more changes, but for now everything’s fine.
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The pointer clicks the E-mail button in the Standard toolbar to open a new e-mail message. The names Neil Charney and Katie Jordan are typed in the To line.
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Now I know that if this workbook accidentally gets forwarded to the wrong person, the content will be more secure — because only the people I’ve designated will be able to read or edit it.
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The animated text Experience your own great moments appears. Under it appears the URL http://www.microsoft.com/office.
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And thanks to Information Rights Management I have one less thing to worry about.
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